§ 13F · FUND PROFILE
Mayar Capital Ltd..
AUM · $89M (13F)Positions · 16Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | 676K | $13M | 14.5% | −7% |
| 2 | V | VISA INC | 28K | $9M | 10.6% | −7% |
| 3 | UPS | UNITED PARCEL SERVICE INC | 83K | $9M | 10.0% | −7% |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 125K | $9M | 10.0% | −7% |
| 5 | MA | MASTERCARD INCORPORATED | 17K | $9M | 9.6% | +38% |
| 6 | NKE | NIKE INC | 198K | $8M | 9.1% | +33% |
| 7 | SOLV | SOLVENTUM CORP | 99K | $8M | 8.6% | −7% |
| 8 | TOST | TOAST INC-CLASS A | 258K | $7M | 8.1% | +88% |
| 9 | BKNG | BOOKING HOLDINGS INC | 38K | $7M | 7.7% | +9% |
| 10 | MIDD | MIDDLEBY CORP | 26K | $5M | 5.1% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYAR SIGNAL
AC read
Mayar Capital Ltd. is a Other fund managing $89 million in assets. The fund runs a focused portfolio of just 16 positions.
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